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U.S. Building Products Industry Analysis

UpdatedFeb 25, 2026
DataAggregated Company Financials
Companies49
  • 7D-1.3%
  • 3M14.2%
  • 1Y20.1%
  • YTDn/a

Over the last 7 days, the Building Products industry has dropped 1.7%, driven by pullbacks in Allegion and Carrier Global of 12% and 3.0%, respectively. This takes the industry's 12 month performance to a gain of 20%. Looking forward, earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

Has the U.S. Building Products Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 25 Feb 2026US$427.4bUS$160.3bUS$12.1b22.6x35.5x2.7x
Fri, 23 Jan 2026US$387.3bUS$163.7bUS$11.6b21.3x33.5x2.4x
Sun, 21 Dec 2025US$370.4bUS$163.6bUS$11.6b19.3x32x2.3x
Tue, 18 Nov 2025US$363.5bUS$161.0bUS$11.1b17.1x32.8x2.3x
Thu, 16 Oct 2025US$385.3bUS$160.9bUS$12.6b21.8x30.6x2.4x
Sat, 13 Sep 2025US$400.0bUS$160.9bUS$12.5b23.3x31.9x2.5x
Mon, 11 Aug 2025US$394.0bUS$160.7bUS$12.9b22.4x30.5x2.5x
Wed, 09 Jul 2025US$400.6bUS$162.0bUS$13.8b21x28.9x2.5x
Fri, 06 Jun 2025US$397.7bUS$163.3bUS$14.0b21.4x28.4x2.4x
Sun, 04 May 2025US$384.5bUS$162.9bUS$13.6b20.2x28.3x2.4x
Tue, 01 Apr 2025US$351.9bUS$162.6bUS$13.4b20.5x26.3x2.2x
Thu, 27 Feb 2025US$374.6bUS$162.5bUS$13.4b21.1x28x2.3x
Sat, 25 Jan 2025US$413.0bUS$163.6bUS$14.3b20.8x28.8x2.5x
Mon, 23 Dec 2024US$394.3bUS$163.6bUS$14.3b22.1x27.5x2.4x
Wed, 20 Nov 2024US$423.0bUS$162.3bUS$14.3b21.5x29.6x2.6x
Fri, 18 Oct 2024US$428.8bUS$164.3bUS$16.4b24.2x26.1x2.6x
Sun, 15 Sep 2024US$399.4bUS$164.3bUS$16.4b21.7x24.3x2.4x
Tue, 13 Aug 2024US$363.9bUS$164.4bUS$16.4b19.9x22.1x2.2x
Thu, 11 Jul 2024US$359.6bUS$162.7bUS$14.3b20.1x25.1x2.2x
Sat, 08 Jun 2024US$363.6bUS$163.8bUS$14.3b19.9x25.4x2.2x
Mon, 06 May 2024US$372.4bUS$166.6bUS$14.4b22.2x25.8x2.2x
Wed, 03 Apr 2024US$374.5bUS$165.2bUS$14.7b23.6x25.4x2.3x
Fri, 01 Mar 2024US$357.1bUS$166.8bUS$14.8b23x24.1x2.1x
Sun, 28 Jan 2024US$333.7bUS$175.3bUS$14.8b20.1x22.5x1.9x
Tue, 26 Dec 2023US$332.5bUS$175.3bUS$14.8b20.5x22.5x1.9x
Thu, 23 Nov 2023US$297.1bUS$175.2bUS$15.0b17.3x19.9x1.7x
Sat, 21 Oct 2023US$249.6bUS$171.8bUS$14.8b16.5x16.9x1.5x
Mon, 18 Sep 2023US$277.3bUS$171.9bUS$14.8b17.4x18.7x1.6x
Wed, 16 Aug 2023US$289.8bUS$171.9bUS$14.8b17.3x19.6x1.7x
Fri, 14 Jul 2023US$290.6bUS$174.2bUS$15.2b16.6x19.1x1.7x
Sun, 11 Jun 2023US$259.9bUS$174.0bUS$15.2b15x17.1x1.5x
Tue, 09 May 2023US$249.4bUS$174.2bUS$15.2b15x16.4x1.4x
Thu, 06 Apr 2023US$230.7bUS$175.5bUS$16.7b13.2x13.9x1.3x
Sat, 04 Mar 2023US$261.3bUS$175.5bUS$16.7b14.5x15.7x1.5x
Price to Earnings Ratio

15.7x


Total Market Cap: US$261.3bTotal Earnings: US$16.7bTotal Revenue: US$175.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Products Industry Price to Earnings3Y Average 25x202420252026
Current Industry PE
  • Investors are optimistic on the American Building Products industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 36.0x which is higher than its 3-year average PE of 25.0x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Building Products industry have declined 10% per year over the last three years,
  • Revenues have also declined 2.9% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Building Products compare with similar industries?

US Market0.50%
Industrials1.00%
Building-1.30%
Building Products-1.30%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
JCI Johnson Controls InternationalUS$144.711.8%
+US$1.5b		72.5%PE46.3x
MOD Modine ManufacturingUS$236.709.2%
+US$1.0b		174.2%PE127.6x
FBIN Fortune Brands InnovationsUS$56.196.9%
+US$437.3m		-15.2%PE22.6x
CSW CSW IndustrialsUS$303.413.2%
+US$153.5m		-0.007%PE39.4x
WMS Advanced Drainage SystemsUS$170.820.03%
+US$3.9m		47.2%PE28.3x

Latest News

BLDR
US$109.68
Builders FirstSource
7D
-4.3%
1Y
-22.1%
AWI
US$174.30
Armstrong World Industries
7D
-12.1%
1Y
13.7%
CARR
US$63.53
Carrier Global
7D
-4.4%
1Y
-5.5%

CARR: Heat Pump And AI Efficiency Advances Will Support Future Upside

Analysts have nudged our Carrier Global price target lower by about $0.53 to $71.66, as slightly higher revenue growth and a richer forward P/E are now being weighed against reduced profit margin assumptions and a modestly higher discount rate. Analyst Commentary Recent Street research on Carrier Global reflects a mix of optimism around growth execution and caution around valuation and earnings power.
WMS
US$170.82
Advanced Drainage Systems
7D
0.03%
1Y
47.2%
NX
US$22.19
Quanex Building Products
7D
0.4%
1Y
8.1%

NX: Share Repurchases And New Auditor Will Shape Flat 2026 Outlook

Analysts have maintained their $25.00 price target for Quanex Building Products, citing updated assumptions for revenue growth, profit margins, the discount rate, and the future P/E. Taken together, these changes leave their overall valuation view broadly unchanged.
MAS
US$73.88
Masco
7D
-3.0%
1Y
-2.9%

MAS: Capital Returns And Higher Future P/E Will Drive Bullish Repricing

Analysts have raised their Masco price target from $86.00 to about $93.83. They cite updated fair value estimates, a slightly higher discount rate, more measured expectations for revenue growth and profit margins, and a higher assumed future P/E multiple as key factors in this revision.
TT
US$463.73
Trane Technologies
7D
-1.4%
1Y
33.0%

TT: AI Energy Efficiency Initiatives And Capital Returns Will Support Balanced Future Outlook

Analysts have trimmed their price target on Trane Technologies by about $4 to reflect slightly adjusted assumptions around discount rates and profitability, while still factoring in updated views on revenue growth and future P/E levels. What's in the News Board approved a 12% increase in the company dividend, with a quarterly payment of $1.05 per ordinary share, or $4.20 per share annualized, payable March 31, 2026, to shareholders of record on March 6, 2026 (Dividend Increases).
JCI
US$144.71
Johnson Controls International
7D
1.8%
1Y
72.5%

JCI: Applied HVAC Supercycle And AI Cooling Demand Will Drive Upside

Our analyst price target for Johnson Controls International has been raised from $156.39 to $170.00, reflecting updated assumptions on revenue growth, margins, and future P/E. These are broadly in line with a series of recent price target increases from Street analysts, following their refreshed views on HVAC demand and AI related orders.
MOD
US$236.70
Modine Manufacturing
7D
9.2%
1Y
174.2%
LII
US$558.32
Lennox International
7D
-1.3%
1Y
-9.8%

LII: Commercial Expansion And Buybacks Will Support Steady Balanced Long Term Outlook

Analysts have inched their price target for Lennox International slightly higher to $555.69 from $555.40, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Lennox International plans an Analyst and Investor Day to outline its operational progress, business priorities, and new long term growth targets, giving investors more detail on the company’s direction.
FBIN
US$56.19
Fortune Brands Innovations
7D
6.9%
1Y
-15.2%

FBIN: Housing Cycles And Costs Will Shape Future Shareholder Returns

The analyst price target for Fortune Brands has been reduced by about $3 from the prior fair value estimate of $63 to roughly $59.60, as analysts factor in weaker demand, the loss of a key Fiberon customer, and higher manufacturing costs. These elements are reflected in slightly lower growth and margin assumptions, along with a higher future P/E multiple.
CSW
US$303.41
CSW Industrials
7D
3.2%
1Y
-0.007%

CSW: Expanded Buybacks And Modest Assumption Shifts Will Shape Future Returns

Analysts have modestly raised their price target for CSW Industrials to about $324.29 from $317, reflecting small adjustments to fair value, discount rate, forecast revenue growth, profit margin, and future P/E assumptions. What's in the News From October 1, 2025 to January 29, 2026, CSW Industrials repurchased 331,720 shares for $92.6 million, representing 1.98% of its shares under the existing buyback program (Key Developments).
IIIN
US$37.35
Insteel Industries
7D
0.1%
1Y
29.2%

IIIN: Share Repurchases Will Support Higher Future Share Price

Analysts have kept their $42.00 price target for Insteel Industries essentially unchanged, reflecting only minor tweaks to assumptions such as discount rate, long term revenue growth, profit margin, and future P/E. These adjustments fine tune, rather than rethink, their view on the stock.
SSD
US$197.82
Simpson Manufacturing
7D
-4.0%
1Y
15.5%

SSD: Housing Weakness And Connector Strength Will Shape Future Return Balance

Narrative Update: Simpson Manufacturing Analysts have lifted their price targets on Simpson Manufacturing by $10 to $13, citing the company’s strong position in structural connectors and its history of managing inflationary input costs, while they remain cautious about subdued U.S. housing starts into 2026. Analyst Commentary Recent research updates give you a clearer picture of how the Street is thinking about Simpson Manufacturing today, with some leaning more optimistic on execution and others flagging demand risk around U.S. housing.
OC
US$126.63
Owens Corning
7D
-5.2%
1Y
-20.4%

OC: Higher Dividend And Slight Assumption Shifts Will Support Steady Returns

Analysts have inched their price target on Owens Corning slightly lower to about US$137.06 from roughly US$137.13, reflecting small tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E estimates. What's in the News Owens Corning's Board of Directors declared a quarterly cash dividend of US$0.79 per common share.
NCL
US$0.18
Northann
7D
11.1%
1Y
-89.3%